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top stories
1. Cassidy bill seeks to ban a customs loophole on pharma's radar
2. Novo Nordisk to expand Irish factory for Wegovy pill
3. With scant data, RFK Jr. credits Trump tariffs for higher drug prices in Europe
4. Former AstraZeneca senior staff charged with illegal trade in China
5. In wake of CEO ouster, CSL details profit crash and $1.1B charge on lower US vaccine demand
6. UK attractive for investment, Fujifilm CEO says; Moderna's Mexico deal
Anna Brown
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Sen. Bill Cassidy (R-LA) has introduced a new bill to ban the "first sale rule" — a little-known but legal trade loophole drugmakers are eyeing to sidestep President Donald Trump's future tariffs. Endpoints News has been closely following this story.

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Anna Brown
Biopharma Breaking News Reporter, Endpoints News
Sen. Bill Cassidy (R-LA) (Bill Clark/CQ Roll Call via AP Images)
1
by Anna Brown

A bill in­tro­duced in the Sen­ate aims to close a cus­toms “loop­hole” that the phar­ma in­dus­try has had on its radar as a po­ten­tial way to mit­i­gate tar­iffs.

The mea­sure by Sen. Bill Cas­sidy (R-LA) seeks to stop use of a lit­tle-known trade prin­ci­ple called the "first sale rule." That rule al­lows com­pa­nies to re­duce the val­ue of a prod­uct de­clared at US cus­toms, sub­stan­tial­ly low­er­ing the tar­iff du­ty they would have to pay. The bi­par­ti­san bill would en­sure im­porters pay du­ties based on the ac­tu­al com­mer­cial val­ue of the im­port­ed prod­uct, ac­cord­ing to a Wednes­day press re­lease.

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2
by Anna Brown

No­vo Nordisk is ramp­ing up its foot­print in Ire­land with a planned ex­pan­sion of its Athlone fac­to­ry to make its We­govy pill, the com­pa­ny con­firmed to End­points News.

The Athlone site will sup­ply the pill to mar­kets out­side of the US, No­vo said, with­out pro­vid­ing de­tails on how much it was in­vest­ing or when the ex­pan­sion will be com­plet­ed.

The Dan­ish drug­mak­er’s We­govy pill ver­sion was launched last month and flew off the shelves, with pre­scrip­tion num­bers in­creas­ing by rough­ly 500% in the pill’s sec­ond week. An­a­lysts re­main cau­tious, not­ing that a week’s num­bers don't equal a trend

Fur­ther, No­vo won't dom­i­nate the oral GLP-1 space for long: Ri­val Eli Lil­ly is ex­pect­ed to launch its com­peti­tor pill or­for­glipron in this year's sec­ond quar­ter. Lil­ly has al­ready poured bil­lions in­to its or­for­glipron man­u­fac­tur­ing foot­print, com­mit­ting to build fac­to­ries in Texas and Al­aba­ma.

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President Donald Trump with HHS Secretary Robert F. Kennedy Jr. (Francis Chung/Politico via AP Images)
3
by Zachary Brennan

HHS Sec­re­tary Robert F. Kennedy Jr. re­peat­ed claims Mon­day that the threat of tar­iffs and Pres­i­dent Don­ald Trump's "per­son­al in­ter­ven­tion" have pushed Eu­ro­pean coun­tries to raise drug prices. While that's not backed up by any cur­rent Eu­ro­pean-wide da­ta, phar­ma ex­ecs are ex­pect­ing prices to rise there.

"The Eu­ro­peans were very good at ne­go­ti­at­ing," Kennedy said in re­marks to the right-lean­ing non­prof­it Her­itage Foun­da­tion. He said Trump called him and CMS Ad­min­is­tra­tor Mehmet Oz — some­times in the mid­dle of the night and "al­most an­gry" — to get the so-called most fa­vored na­tion deals done and to use "tar­iffs to force the Eu­ro­peans to raise their drug prices."

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4
by Nicole DeFeudis

Chi­nese pros­e­cu­tors have charged two of As­traZeneca’s for­mer se­nior em­ploy­ees with il­le­gal trade, un­law­ful col­lec­tion of per­son­al in­for­ma­tion, and med­ical in­sur­ance fraud, the com­pa­ny said this week.

As­traZeneca dis­closed the charges in its fourth-quar­ter earn­ings an­nounce­ment on Tues­day. The Fi­nan­cial Times re­port­ed Wednes­day that one of those em­ploy­ees is Leon Wang, for­mer head of As­traZeneca’s Chi­na busi­ness.

End­points News is ma­jor­i­ty-owned by the FT, but op­er­ates in­de­pen­dent­ly. As­traZeneca did­n't re­spond to re­quests for com­ment in time for pub­li­ca­tion.

As­traZeneca's Chi­na sub­sidiary was al­so charged with un­law­ful col­lec­tion of per­son­al in­for­ma­tion and il­le­gal trade, the com­pa­ny said. But it added that pros­e­cu­tors made no al­le­ga­tions that the sub­sidiary re­ceived an il­le­gal gain in con­nec­tion with the in­for­ma­tion col­lec­tion charge.

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5
by Anna Brown

One day af­ter bump­ing out CEO Paul McKen­zie, Aus­tralia’s CSL re­vealed what he left be­hind: de­clin­ing prof­it and a $1.1 bil­lion hole due to low­er US vac­cine de­mand and in­creased gener­ic com­pe­ti­tion.

CSL an­nounced McKen­zie would re­tire im­me­di­ate­ly af­ter the board “rec­og­nized he didn’t have the skills that we want­ed for the fu­ture,” chair­man Bri­an Mc­Namee said Tues­day. The com­pa­ny has faced a tu­mul­tuous few years with failed spin­offs, head­count re­duc­tions and site clo­sures.

Net prof­it for the last six months of 2025 crashed by 81% and to­tal rev­enue dropped 4% to $8.3 bil­lion, CSL said Wednes­day. The com­pa­ny will take $1.1 bil­lion in im­pair­ment charges this year, most of it in the first half. Even with the head­winds, CSL main­tained its guid­ance for fis­cal 2026, pro­ject­ing rev­enue growth of 2% to 3%.

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6
by Anna Brown

The UK is "ab­solute­ly" still an at­trac­tive place for in­vest­ment by man­u­fac­tur­ers, Fu­ji­film Biotech­nolo­gies CEO Lars Pe­tersen told End­points News in an in­ter­view, as the con­tract man­u­fac­tur­er opens its new­ly ex­pand­ed fa­cil­i­ty in Teesside, Eng­land.

Last year, a num­ber of large phar­ma com­pa­nies, in­clud­ing Mer­ck, As­traZeneca and Eli Lil­ly, pulled out or paused UK in­vest­ments, crit­i­ciz­ing the gov­ern­ment for not pri­or­i­tiz­ing the life sci­ence sec­tor and mak­ing the coun­try an un­at­trac­tive place to do busi­ness.

That out­flow has­n't im­pact­ed CD­MOs down­stream, Pe­tersen said. “We have not seen pres­sure from cus­tomers say­ing: ‘Hey, we would not uti­lize your fa­cil­i­ty in the UK,’ not at all. We see a lot of in­ter­est in our fa­cil­i­ty,” he said.